Interact to see
Advertisement
Advertisement
BSMKX vs NAESX
BSMKX vs NAESX Comparison
Open Charts BSMKX vs NAESX
BSMKX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BSMKX vs. NAESX commentary
Aug 17, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BSMKX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 183B vs. BSMKX (1.4B). BSMKX pays higher dividends than NAESX: BSMKX (1.17) vs NAESX (1.10). BSMKX was incepted earlier than NAESX: BSMKX (11 years) vs NAESX (66 years). NAESX (0.17) is less costly to investors than BSMKX (0.08). BSMKX is a more actively managed with annual turnover of: 36.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than BSMKX: NAESX (0) vs BSMKX (5000000). BSMKX annual gain was more profitable for investors over the last year : 31.23 vs. NAESX (25.62). NAESX (40.71) and BSMKX (40.52) have equivalent 5 years return.
| BSMKX | NAESX | BSMKX / NAESX | |
| Total Expense Ratio | 0.07 | 0.17 | 41% |
| Annual Report Gross Expense Ratio | 0.08 | 0.17 | 47% |
| Fund Existence | 11 years | 66 years | - |
| Gain YTD | 25.194 | 20.057 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 183B | 1% |
| Annual Yield % from dividends | 1.17 | 1.10 | 107% |
| Returns for 1 year | 31.23 | 25.62 | 122% |
| Returns for 3 years | 65.17 | 56.69 | 115% |
| Returns for 5 years | 40.52 | 40.71 | 100% |
| Returns for 10 years | 155.62 | 163.30 | 95% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PSMJX | 13.05 | 0.05 | +0.38% |
| Principal SmallCap Value II J | |||
| MDDLX | 10.17 | 0.03 | +0.30% |
| MassMutual Diversified Value Adm | |||
| EVDIX | 23.15 | N/A | N/A |
| Camelot Event Driven Institutional | |||
| BSPAX | 904.91 | -1.43 | -0.16% |
| iShares S&P 500 Index Investor A | |||
| HIOCX | 20.22 | -0.05 | -0.25% |
| Hartford International Opportunities C | |||